Senior Probate & Estate Administration Paralegal

Safe Harbor Wills and Trusts; Westview Manor (NY); On-site; USD 50,000 - 55,000; Full time

Job summary

Safe Harbor Wills and Trusts in Camillus, NY seeks an experienced Probate Paralegal to manage active files with limited attorney supervision and to move matters toward completion. This is not an entry-level role, requiring hands-on probate and estate administration experience and the ability to work independently.

The firm values organization, problem solving, and dedication to helping families. Compensation ranges from $50,000 to $55,000 yearly, with a growing practice serving Central and

Qualifications

• Strong interpersonal skills and talent for writing and grammar.
• High-level organizational skills and time-management.
• Preference for paralegal certification or advanced paralegal education.
• Significant probate and estate administration experience.
• Ability to take over existing matters with minimal supervision.
• Strong follow-up and multi-file management.
• Excellent written and client communication skills.
• New York Surrogate's Court experience strongly preferred.

Responsibilities

• Gather information about legal issues from clients in interviews.
• Assist lawyers in preparing legal documents, pleadings, and correspondence.
• Review probate and estate administration files and determine status.
• Identify missing documents, filings, signatures, and next steps.
• Prepare Surrogate's Court petitions, waivers, consents, affidavits, notices, and releases.
• Follow up with clients, fiduciaries, beneficiaries, courts, and financial institutions.
• Assist with asset collection, transfers, inventories, and accountings.
• Move stalled or aging files toward completion.
• Maintain clear file notes and task lists.
• Identify issues requiring attorney involvement.

Skills

Interpersonal skills

Writing & grammar

Organizational skills

Time-management

Independent work

Education

Paralegal certification or advanced education

Job description

Safe Harbor Wills and Trusts in Camillus, NY seeks an experienced Probate Paralegal to manage active files with limited attorney supervision and to move matters toward completion. This is not an entry-level role, requiring hands-on probate and estate administration experience and the ability to work independently.

The firm values organization, problem solving, and dedication to helping families. Compensation ranges from $50,000 to $55,000 yearly, with a growing practice serving Central and